Unclaimed
Jordan Dumke is a financial advisor at U.S. Bancorp Investments, Inc. with over three years of experience in the industry. Jordan is registered to provide investment advice in Minnesota and Florida. Jordan holds the Series 66, Series 7TO, and SIE licenses. Jordan's experience includes working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/07/2023 - Present
U.s. Bancorp Investments, Inc. (Eden Prairie MN)
MN
11/19/2019 - 05/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
BOTH
Issued 02/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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